Goldman estimates short-term AI compute fetches $40B-$50B per GW annually, ~20x powered data center shell earnings

Goldman estimates short-term AI compute is fetching $40B to $50B per GW annually across CoreWeave, Nebius and SpaceX, nearly double long-term rates and roughly 20x what a powered data center shell earns. Goldman notes Nebius captures both spot and contracted pricing.

Detected & updated continuously · Source: Nebula